Fortem Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fortem Financial Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,446	Closed	-$788K	–	184
2021 Q4	$788K	Buy	+7,446	New	+$773K	0.36%	92
2021 Q1	–	Sell	-1,930	Closed	-$171K	–	440
2020 Q4	$171K	Buy	+1,930	New	+$163K	0.1%	157
2019 Q4	–	Sell	-3,000	Closed	-$233K	–	133
2019 Q3	$233K	Sell	3,000 -3,776	-56%	-$290K	0.2%	94
2019 Q2	$525K	Buy	+6,776	New	+$515K	0.53%	52

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortem Financial Group's XLI Position: Q1 2022 in Review

Fortem Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 7,446 shares — an estimated $788K sold.

Fortem Financial Group first reported a position in XLI in Q2 2019 and held it in 4 quarters. The position peaked at $788K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Fortem Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Fortem Financial Group sold 7,446 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $788K.
Fortem Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Fortem Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $788K in Q4 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.